Plan Ledger DOL Form 5500 · updated monthly

Bertrandt US, Inc.401(k)

BERTRANDT US, INC. 401(K) PLAN · GREENVILLE, SC · plan year 2022

Reported admin expense ratio · 2022
0.24%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bertrandt US, Inc. reported $7,332 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $884 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in South Carolina (666th of 807), and 10,633rd of 11,654 in professional & technical services. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,750,736
Participants with balances84
Active participants140
Employer contributions$123,722
Employee contributions$250,857
Employer contribution per active participant$884
Average account balance$32,747
Benefits paid to participants$469,111
Plan auditUnmodified (clean) audit opinion
AuditorMETZLER LOCRICCHIO SERRA & CO., PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,332
Total administrative$7,332
The Bertrandt US, Inc. 401(k) match · 2022
Employer contribution per active participant$884
Median for plans this size$1,114

Bertrandt US, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,332 · 0.24%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 383586632 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.